Do you find yourself saying …

“I can’t offer the type of advice I really want to give where I am.”
“I feel like a salesperson.”
“I want to deliver value – it’s a bit like I’m charging $3,000 for an annual cup of coffee to roll out cookie-cutter advice.”
“I don’t know when is the right time to make the leap and whether I should set up my own AFSL.”

Turning independent may be the answer but, no doubt, you’ve got a bunch of questions. That’s why we’ve put together a webinar explaining:

– understanding your own IFA DNA;
– where an independent practice is different and where it is the same;
– what services to offer, what type of clients want that, and how to charge for it; and
– the practical pros and cons of having your own AFSL (what they don’t tell you before you apply for one!)

Simply fill in the form below and we will send a link directly to your inbox.